Nonprofit · EIN 94-3067760
FILIPPI FOUNDATION
Tax-exempt · CARMEL, CA 93923
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $97,681 | $58,067 | $39,614 | $868,425 | $45,000 | $823,425 |
| December 31, 2024 | 990-PF | $62,636 | $56,944 | $5,692 | $849,318 | $45,000 | $804,318 |
| December 31, 2023 | 990-PF | $50,271 | $46,080 | $4,191 | $767,312 | $0 | $767,312 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $19,285
- Interest
- $9
- Net gain from sales of assets
- $78,387
Expenses
- Grants and similar amounts paid
- $45,000
- Disbursements for charitable purposes
- $49,452
- Excise tax on investment income
- $1,238
Balance sheet and other
- Total assets, start of year
- $849,318
- Total assets, end of year
- $868,425
- Total liabilities, end of year
- $45,000
- Net assets, end of year
- $823,425
- Fair market value of assets
- $868,425
- Qualifying distributions
- $49,452
- Net investment income
- $97,681
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Shirley Mantelli Ladd 24813 Outlook Court, Carmel, CA 939238936 | President | 5 | $0 |
| Robert Cecchi 5109 Pond Side Way, Fairfield, CA 94534 | CFO | 5 | $0 |
| Lisa Marie Ladd 6392 Poppyfield St, Gilroy, CA 950203442 | Secretary | 5 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Shirley Mantelli Ladd 24813 Outlook Court, Carmel, CA 939238936 | President | 5 | $0 |
| Robert Cecchi 5109 Pond Side Way, Fairfield, CA 94534 | CFO | 5 | $0 |
| Lisa Marie Ladd 6392 Poppyfield St, Gilroy, CA 950203442 | Secretary | 5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Shirley Mantelli Ladd 24813 Outlook Court, Carmel, CA 939238936 | President | 5 | $0 |
| Robert Cecchi 5109 Pond Side Way, Fairfield, CA 94534 | CFO | 5 | $0 |
| Lisa Marie Ladd 6392 Poppyfield St, Gilroy, CA 950203442 | Secretary | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 24813 OUTLOOK CT, CARMEL, CA 93923-8936
- Signed the 990-PF
- Shirley M Ladd, President
- Phone
- (831) 625-1230
- Return prepared by
- Steinbruner Hill CPAs
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-3067760
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1989
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $868,425
- Income (IRS master file)
- $262,731
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $97,681 | $58,067 | $868,425 | XML |
| 990-PF | December 2024 | $62,636 | $56,944 | $849,318 | XML |
| 990-PF | December 2023 | $50,271 | $46,080 | $767,312 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about FILIPPI FOUNDATION
- What is the EIN of FILIPPI FOUNDATION?
- The employer identification number (EIN) of FILIPPI FOUNDATION is 94-3067760.
- Is FILIPPI FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to FILIPPI FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FILIPPI FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FILIPPI FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FILIPPI FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of FILIPPI FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does FILIPPI FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $97,681, expenses of $58,067 and total assets of $868,425 at year end.
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All nonprofits in CARMEL · California · Philanthropy, voluntarism and grantmaking foundations